Filed September 4, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,003 | $69,515+15.1% | $86,874-7.9% | $85,850-6.8% |
| Participation rate | 57.3% | 66.3%-9.0pp | 71.6%-14.3pp | 69.3%-12.0pp |
| Annual return | 15.88% | 20.12%-4.2pp | 63.52%-47.6pp | 318.53%-302.7pp |
| Employer contribution / active EE | $23 | $1,880-98.8% | $2,495-99.1% | $2,565-99.1% |
| Participant deferral / active EE | $2,811 | $2,919-3.7% | $3,699-24.0% | $3,952-28.9% |
| Admin fee / account holder | $16,912 | $5,972+183.2% | $5,828+190.2% | $6,260+170.2% |